Wells Fargo & Company
WFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 2,883 institutions reported holding it in 13F filings for Q2 2026, worth $193.1B in total; 5 superinvestors hold it, including Harris Associates (Oakmark) and Daily Journal.
Other share classesWFCNPWFC.PAWFC.PCWFC.PDWFC.PLWFC.PYWFC.PZ
13F holders, Q2 2024
Institutional positions in Wells Fargo & Company as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,264
- +91 vs. Q1 2024
- Shares held
- 2.57B
- −95.3M (−3.6%) vs. Q1 2024
- Total value
- $152.8B
- −$1.72B (−1.1%) vs. Q1 2024
- New holders
- 198
- 793 more added
- Sold out
- 107
- 914 more reduced
32 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,883 | $193.1B |
| Q1 2026 | 2,828 | $184.0B |
| Q4 2025 | 2,911 | $223.9B |
| Q3 2025 | 2,664 | $200.3B |
| Q2 2025 | 2,634 | $199.2B |
| Q1 2025 | 2,560 | $180.8B |
| Q4 2024 | 2,564 | $177.5B |
| Q3 2024 | 2,248 | $142.8B |
| Q2 2024 | 2,264 | $152.8B |
| Q1 2024 | 2,205 | $154.8B |
| Q4 2023 | 2,154 | $133.4B |
| Q3 2023 | 1,976 | $110.1B |
| Q2 2023 | 1,996 | $115.4B |
| Q1 2023 | 1,993 | $103.6B |
| Q4 2022 | 2,070 | $116.4B |
| Q3 2022 | 1,963 | $113.0B |
| Q2 2022 | 1,997 | $108.7B |
| Q1 2022 | 2,144 | $133.8B |
| Q4 2021 | 2,079 | $135.1B |
| Q3 2021 | 1,913 | $134.2B |
| Q2 2021 | 1,935 | $133.3B |
| Q1 2021 | 1,877 | $113.4B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Wells Fargo & Company; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers Trust Co | 11,663 | $692.7K | 0.14% | −79−0.7% | Reduced |
| Correct Capital Wealth Management | 11,617 | $689.9K | 0.16% | −34−0.3% | Reduced |
| VELA Investment Management, LLC | 11,599 | $688.9K | 0.24% | −8,086−41.1% | Reduced |
| Douglas Lane & Associates, LLC | 11,573 | $687.3K | 0.01% | +167+1.5% | Added |
| Mechanics Bank Trust Department | 11,538 | $685.2K | 0.10% | +800+7.5% | Added |
| IPG Investment Advisors LLC | 11,534 | $685.0K | 0.15% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 11,530 | $684.8K | 0.47% | +3,360+41.1% | Added |
| Tobam | 11,502 | $683.0K | 0.11% | −4,168−26.6% | Reduced |
| Chilton Investment Co LLC | 11,465 | $680.9K | 0.02% | +8,000+230.9% | Added |
| Alliance Wealth Advisors, LLC | 11,424 | $678.5K | 0.20% | −668−5.5% | Reduced |
| Flagstone Financial Management | 11,409 | $677.6K | 0.25% | +233+2.1% | Added |
| Core Alternative Capital | 11,401 | $677.1K | 0.14% | +5,154+82.5% | Added |
| HCR Wealth Advisors | 11,396 | $676.8K | 0.10% | 00.0% | Unchanged |
| Carlson Capital Management | 11,396 | $676.8K | 0.03% | +43+0.4% | Added |
| Platform Technology Partners | 11,395 | $676.7K | 0.23% | +11,395 | New |
| Tarbox Family Office, Inc. | 11,391 | $676.5K | 0.12% | +919+8.8% | Added |
| Quent Capital, LLC | 11,326 | $672.7K | 0.07% | +792+7.5% | Added |
| San Luis Wealth Advisors LLC | 11,323 | $672.0K | 0.16% | +11,323 | New |
| Van Cleef Asset Management,Inc | 11,313 | $671.9K | 0.08% | −1,750−13.4% | Reduced |
| All Terrain Financial Advisors, LLC | 11,303 | $671.3K | 0.28% | +835+8.0% | Added |
| Tributary Capital Management, LLC | 11,300 | $671.1K | 0.06% | −350−3.0% | Reduced |
| Cumberland Advisors Inc | 11,300 | $671.1K | 0.27% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 11,235 | $667.2K | 0.24% | −1,095−8.9% | Reduced |
| Aviso Wealth Management | 11,227 | $666.8K | 0.40% | +459+4.3% | Added |
| River Wealth Advisors LLC | 11,202 | $665.3K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11,171 | $663.4K | 0.40% | +11,171 | New |
| Good Life Advisors, LLC | 11,160 | $662.8K | 0.05% | −314−2.7% | Reduced |
| PFW Advisors LLC | 11,152 | $662.3K | 0.21% | −331−2.9% | Reduced |
| Mengis Capital Management, Inc. | 11,111 | $659.9K | 0.13% | −8,024−41.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 11,088 | $658.5K | 0.26% | +33+0.3% | Added |
| First Nebraska Trust Co | 11,061 | $656.9K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 11,033 | $655.3K | 0.30% | −1,238−10.1% | Reduced |
| Abel Hall, LLC | 10,984 | $652.3K | 0.46% | +178+1.6% | Added |
| Cohen Capital Management, Inc. | 10,946 | $650.1K | 0.11% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 10,939 | $649.7K | 0.14% | −102,756−90.4% | Reduced |
| Leisure Capital Management | 10,879 | $646.1K | 0.30% | −431−3.8% | Reduced |
| Peak Planning Group, LLC | 10,872 | $645.7K | 0.32% | −982−8.3% | Reduced |
| Kovack Advisors, Inc. | 10,744 | $638.1K | 0.07% | −402−3.6% | Reduced |
| Catalyst Financial Partners LLC | 10,706 | $635.9K | 0.14% | +751+7.5% | Added |
| Montecito Bank & Trust | 10,705 | $635.8K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 10,664 | $633.3K | 0.16% | −11,439−51.8% | Reduced |
| Prestige Wealth Management Group LLC | 10,654 | $632.7K | 0.14% | +9,050+564.2% | Added |
| Aviance Capital Partners, LLC | 10,650 | $632.5K | 0.09% | +1,450+15.8% | Added |
| Hikari Tsushin, Inc. | 10,631 | $631.4K | 0.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 10,582 | $628.5K | 0.12% | −1,776−14.4% | Reduced |
| Coastal Bridge Advisors, LLC | 10,552 | $626.7K | 0.16% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 10,531 | $625.5K | 0.01% | −1,434−12.0% | Reduced |
| Woodmont Investment Counsel LLC | 10,505 | $623.9K | 0.05% | −321−3.0% | Reduced |
| Osborne Partners Capital Management, LLC | 10,501 | $623.7K | 0.04% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 10,473 | $622.0K | 0.16% | +50+0.5% | Added |
| Capstone Investment Advisors, LLC | 10,466 | $621.6K | 0.01% | −8,361−44.4% | Reduced |
| West Branch Capital LLC | 10,340 | $614.1K | 0.23% | +2,102+25.5% | Added |
| Global Trust Asset Management, LLC | 10,314 | $612.5K | 0.25% | −145−1.4% | Reduced |
| Alliance Wealth Advisors, LLC | 10,295 | $611.4K | 0.39% | −859−7.7% | Reduced |
| Sheets Smith Wealth Management | 10,292 | $611.2K | 0.07% | +120+1.2% | Added |
| Stephenson National Bank & Trust | 10,248 | $608.6K | 0.21% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 10,241 | $608.2K | 0.48% | −233−2.2% | Reduced |
| Jacobs & Co | 10,242 | $608.0K | 0.06% | −315−3.0% | Reduced |
| Keystone Financial Group | 10,188 | $605.1K | 0.22% | +404+4.1% | Added |
| Sebold Capital Management, Inc. | 10,148 | $602.7K | 0.42% | −510−4.8% | Reduced |
| Sandy Spring Bank | 10,112 | $600.5K | 0.03% | −425−4.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 10,004 | $594.1K | 0.14% | −702−6.6% | Reduced |
| KG&L Capital Management,LLC | 11,315 | $593.9K | 0.21% | +698+6.6% | Added |
| Par Capital Management Inc | 10,000 | $593.9K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 9,990 | $593.3K | 0.36% | +3,790+61.1% | Added |
| Zuckerman Investment Group, LLC | 9,968 | $592.0K | 0.07% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 9,946 | $590.8K | 0.11% | −256−2.5% | Reduced |
| Circle Wealth Management, LLC | 9,937 | $590.2K | 0.01% | −5,665−36.3% | Reduced |
| G&S Capital LLC | 10,222 | $590.1K | 0.26% | −994−8.9% | Reduced |
| Simon Quick Advisors, LLC | 9,934 | $590.0K | 0.04% | +1,760+21.5% | Added |
| Monument Capital Management | 9,902 | $588.1K | 0.17% | +36+0.4% | Added |
| Beaton Management Co. Inc. | 9,900 | $588.0K | 0.32% | −100−1.0% | Reduced |
| Alta Advisers Ltd | 9,900 | $588.0K | 0.28% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9,888 | $587.2K | 0.06% | −265−2.6% | Reduced |
| Bedel Financial Consulting, Inc. | 9,857 | $585.4K | 0.09% | +19+0.2% | Added |
| Rockland Trust Co | 9,850 | $585.0K | 0.03% | −666−6.3% | Reduced |
| Institute for Wealth Management, LLC. | 9,846 | $584.8K | 0.08% | −547−5.3% | Reduced |
| Financial Engines Advisors L.L.C. | 9,763 | $579.9K | 0.00% | +680+7.5% | Added |
| Boothbay Fund Management, LLC | 9,761 | $579.7K | 0.02% | −22,263−69.5% | Reduced |
| Athena Investment Management | 9,758 | $579.5K | 0.35% | −332−3.3% | Reduced |
| Sterneck Capital Management, LLC | 9,744 | $578.7K | 0.33% | −1,129−10.4% | Reduced |
| RB Capital Management, LLC | 9,723 | $577.4K | 0.15% | −86−0.9% | Reduced |
| Catalina Capital Group, LLC | 9,718 | $577.1K | 0.22% | +2,051+26.8% | Added |
| Royal Capital Wealth Management, LLC | 9,687 | $575.3K | 0.43% | +12+0.1% | Added |
| Verum Partners LLC | 9,647 | $572.9K | 0.18% | +21+0.2% | Added |
| Thompson Investment Management, Inc. | 9,642 | $572.7K | 0.09% | −31,472−76.5% | Reduced |
| Iron Horse Wealth Management, LLC | 9,631 | $572.0K | 0.22% | −149−1.5% | Reduced |
| Hartford Financial Management Inc. | 9,595 | $569.8K | 0.12% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 9,591 | $569.6K | 0.42% | +9,591 | New |
| Gladstone Institutional Advisory LLC | 9,568 | $568.2K | 0.03% | +1,732+22.1% | Added |
| Humankind Investments LLC | 9,567 | $568.2K | 0.15% | +1,250+15.0% | Added |
| Spectrum Wealth Counsel, LLC | 9,566 | $568.1K | 0.07% | +681+7.7% | Added |
| Appleton Partners Inc | 9,557 | $568.0K | 0.04% | −463−4.6% | Reduced |
| Monarch Capital Management Inc | 9,555 | $567.5K | 0.17% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 9,883 | $567.5K | 0.21% | +751+8.2% | Added |
| Creekside Partners | 9,537 | $566.4K | 0.31% | +9,537 | New |
| Blueprint Investment Partners LLC | 9,522 | $565.5K | 0.12% | +1,832+23.8% | Added |
| Sentry Investment Management LLC | 9,495 | $564.0K | 0.25% | −11,345−54.4% | Reduced |
| West Family Investments, Inc. | 9,495 | $563.9K | 0.17% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 9,492 | $563.7K | 0.03% | +188+2.0% | Added |